Berger Financial Group is seeking a professional, goal-oriented, experienced Tax Advisor to join our tax team in sunny Scottsdale, AZ. The Tax Advisor is responsible for preparing complete and accurate Federal and State tax returns while delivering high-quality client service. In the off-season, you will work with the tax team to support both clients and financial advisors in providing detailed tax planning and reporting in compliance with IRS and state requirements.
Berger Financial Group is seeking a Financial Services Paraplanner. As a Paraplanner, you are responsible for maintaining ongoing communications with clients, meeting preparation, creating financial plans, and other administrative tasks relating to clients. You must be highly detail-oriented, accurate, organized, prioritized, and continually exhibit excellent communication skills.
Our financial firm in the Minneapolis area is looking for a dedicated admin to handle client-facing duties at our front desk as well as general office tasks and general support to financial advisors and tax professionals. The administrative assistant is responsible for creating a warm and inviting environment for our clients and guests - this position is an integral part of our client experience. The ideal candidate would have a high level of attention to detail. Able to work with a team but also able to complete tasks independently, able to research tasks and reach out to outside resources as needed, has a willingness to adapt to an ever-evolving industry, and is dedicated to make a long-term career investment and grow with the firm.